Atria Wealth Solutions’s Seagate STX Stock Holding History

Atria Wealth Solutions’s Portfolio STX Stock Details STX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.05M	Sell	14,055 -7,532	-35%	-$780K	0.05%	409
2025 Q1	$1.85M	Sell	21,587 -2,095	-9%	-$198K	0.02%	664
2024 Q4	$2.06M	Buy	23,682 +2,341	+11%	+$236K	0.02%	630
2024 Q3	$2.35M	Sell	21,341 -2,150	-9%	-$220K	0.03%	574
2024 Q2	$2.44M	Buy	23,491 +1,156	+5%	+$108K	0.03%	568
2024 Q1	$2.09M	Sell	22,335 -2,767	-11%	-$243K	0.02%	624
2023 Q4	$2.15M	Buy	25,102 +87	+0.3%	+$6.49K	0.03%	580
2023 Q3	$1.66M	Sell	25,015 -234	-0.9%	-$15.1K	0.02%	624
2023 Q2	$1.58M	Sell	25,249 -2,167	-8%	-$132K	0.02%	661
2023 Q1	$1.83M	Sell	27,416 -289	-1%	-$18.4K	0.03%	572
2022 Q4	$1.48M	Sell	27,705 -704	-2%	-$37.4K	0.02%	610
2022 Q3	$1.53M	Buy	28,409 +30	+0.1%	+$2.17K	0.03%	574
2022 Q2	$2.04M	Buy	28,379 +8,285	+41%	+$673K	0.04%	441
2022 Q1	$1.82M	Buy	+20,094	New	+$2.06M	0.03%	512

Other funds holding STX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return